See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $347,672 | $109,881+216.4% | $150,045+131.7% | $84,808+310.0% |
| Participation rate | 75.0% | 76.1%-1.1pp | 82.3%-7.3pp | 68.3%+6.7pp |
| Annual return | 15.00% | 28.25%-13.2pp | 62.55%-47.6pp | 40.90%-25.9pp |
| Employer contribution / active EE | $1,640 | $3,561-54.0% | $4,693-65.1% | $2,631-37.7% |
| Participant deferral / active EE | $7,506 | $6,636+13.1% | $7,997-6.1% | $4,212+78.2% |
| Admin fee / account holder | $15,479 | $8,568+80.7% | $13,435+15.2% | $7,344+110.8% |